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23/11/2024

Home Companies NZ Funds KiwiSaver

NZ Funds KiwiSaver - BALANCED FUND

Financial Services Company

last updated on 2023-12-12 12:33:43

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

0.00

Fund performance 5 year

-

Number of members

422

Date fund started

2021-08-31

Fund type

Balanced

Estimated annual fees

0.00

NZ invested Assets

-

Total value of fund

$13 442 421

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

50%

Bonds

45%

Investments

Investments

The objective of the fund is to provide an entry level option, which uses a passive investment approach to gain exposure to a balanced mix of income and growth assets.

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